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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Teresa Christensen (CRD# 2506392) is an Investment Advisor Representative working at Coats Financial Planning in Dunnellon, FL and has over 13 years of experience in the finance industry. Teresa Christensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brenda D'arville (CRD# 2953562) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dunnellon, FL and has over 26 years of experience in the finance industry.
Bradley Easom (CRD# 3077764) is an Investment Advisor Representative working at Planmember Securities Corporation in Dunnellon, FL and has over 16 years of experience in the finance industry.
Joseph Federico (CRD# 6405915) is an Investment Advisor Representative working at Edward Jones in Dunnellon, FL and has over 9 years of experience in the finance industry.
Michael Estevez (CRD# 7499951) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dunnellon, FL and has 1 year of experience in the finance industry.
Denise Adams-Mccauley (CRD# 2882852) is an Investment Advisor Representative working at Pnc Investments in Ocala, FL and has over 26 years of experience in the finance industry.
Tracy Alm (CRD# 3271499) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 24 years of experience in the finance industry. Tracy Alm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Patrick Ashe (CRD# 6436659) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ocala, FL and has over 8 years of experience in the finance industry.
Marlon Awuma (CRD# 5926598) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 12 years of experience in the finance industry. Marlon Awuma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Amy Barbieri (CRD# 4830560) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 16 years of experience in the finance industry.